An expense ratio is the relationship of a fund’s total assets to other administrative and operating expenses. The expense ratio is taken from the fund’s gross return, cutting into potential profit ...

The expense ratio of funds matters. Back in 2010, Morningstar found that the best predictor of future returns was a low expense ratio. This beat every other indicator, including Morningstar stars.

Once again, Vanguard is lowering the cost of investing. Effective February 1, 2025, the firm reduced expense ratios on 168 share classes across 87 funds. The expense ratio reductions are expected to ...

When it comes to investing in mutual funds or exchange-traded funds (ETFs), one of the most important factors to consider and understand is the expense ratio. An expense ratio measures how much you’ll ...

When you invest in any fund, you’ll likely encounter an “expense ratio.” This is a fee taken annually by the fund provider for managing and operating the ETF. The expense ratio is expressed as a ...

Exchange traded funds, or ETFs, are one of the most important financial instruments in modern stock markets. First created in the 1990s as a way for individual investors to access widely diversified ...

The expenses associated with managing, marketing, and other costs of running an investment fund make a big difference to the returns to investors, but the long-term trend is favorable. Looking at the ...

Investors paid lower average expense ratios for equity mutual funds in 2013, says a report from the Investment Company Institute (ICI). “Trends in the Expenses and Fees of Mutual Funds, 2013” examines ...

Understanding these fees is the key to mutual fund investing Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, taxes and mortgages.